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JGQIX vs RWIBX
JGQIX vs RWIBX Comparison
Open Charts JGQIX vs RWIBX
Jensen Global Quality Growth I
Price$18.18
Change-$0.46 (-2.47%)
VolumeN/A
Net Assets76.42M
American Funds Capital World Gr&Inc R2
Price$73.65
Change-$1.17 (-1.56%)
VolumeN/A
Net Assets142.37B
JGQIX vs RWIBX Comparison Chart in %
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JGQIX vs. RWIBX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JGQIX is a Hold and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. JGQIX (76.4M). RWIBX pays higher dividends than JGQIX: RWIBX (0.82) vs JGQIX (0.12). JGQIX was incepted earlier than RWIBX: JGQIX (6 years) vs RWIBX (24 years). RWIBX (1.51) is less costly to investors than JGQIX (1.24). RWIBX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (22.56). RWIBX has a lower initial minimum investment than JGQIX: RWIBX (250) vs JGQIX (250000). RWIBX annual gain was more profitable for investors over the last year : 15.23 vs. JGQIX (3.60). JGQIX return over 5 years is better than : 39.72 vs. RWIBX (26.57).
| JGQIX | RWIBX | JGQIX / RWIBX | |
| Total Expense Ratio | 1.02 | 1.51 | 68% |
| Annual Report Gross Expense Ratio | 1.24 | 1.51 | 82% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -2.311 | 4.855 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.4M | 142B | 0% |
| Annual Yield % from dividends | 0.12 | 0.82 | 14% |
| Returns for 1 year | 3.60 | 15.23 | 24% |
| Returns for 3 years | 31.69 | 39.74 | 80% |
| Returns for 5 years | 39.72 | 26.57 | 149% |
| Returns for 10 years | N/A | 93.35 | - |
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